Archive for the
‘Taxation’ Category

Tax Deductions You Won’t Believe

July 7, 2015

While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are some examples of deductions from the IRS that were permitted and some that were, well, too creative.¹[images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FTax-deduction-Calculator-300×269.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Creative Deductions that Passed […]

How Well Do You Know Your 401(k)?

June 24, 2015

phil

News, Retirement Planning, Taxation

Understanding your investment options is essential when building a portfolio that matches your risk tolerance and time horizon. The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you’ll be to make the most of them and come […]

Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!

May 7, 2015

phil

change, job, retirement, rollover, transfer

Investing Insight, News, Retirement Planning, Taxation

Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options you may be able to choose from in deciding how you want the money in your plan treated when one of these events occurs. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FNew-job-typewriter-chapter-one-300×156.jpg” width=”300″ align=”right” top_margin=”20″ […]

Charitable Giving Opportunities for Affluent Investors

May 7, 2015

phil

charitable, charity, DAF, donor, foundation, giving

Estate Planning, News, Taxation

Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, but may not be familiar with the many vehicles and trust structures available to help them implement their goals. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FCharity-Puzzle-300×300.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] In order to choose the most advantageous charitable giving strategy, […]

What Is a Stretch IRA?

April 19, 2015

phil

beneficiary, IRA, stretch

Investing Insight, News, Retirement Planning, Taxation

A stretch IRA is a traditional IRA that passes from the account owner to a younger beneficiary at the time of the account owner’s death. Since the younger beneficiary has a longer life expectancy than the original IRA owner, he or she will be able to “stretch” the life of the IRA by receiving smaller […]

The ABLE Act: Helping Disabled Americans Save for the Future

April 19, 2015

phil

529, able, planning investing, special need

Estate Planning, Investing Insight, News, Taxation

Late last year President Obama signed into law legislation aimed at giving disabled Americans and their families the opportunity to save for education and other related expenses in a tax-friendly vehicle without jeopardizing their federal benefits. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FDad-yellow-shirt-with-special-needs-son-300×200.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] What ABLE Offers Modeled after 529 college savings plans, […]

How Do I Know If My IRA Contributions Are Tax Deductible?

April 19, 2015

phil

Deductible, IRA, tax

News, Retirement Planning, Taxation

Contributions to a traditional IRA are tax deductible if you don’t already participate in an employer-sponsored retirement plan. For 2015, the maximum you can contribute to an IRA is $5,500. If you are age 50 or over, you can make an additional “catch-up contribution” of $1,000.[images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FTax-Deductible-Stamp-300×300.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] […]

It’s Tax Time: Tips for Getting Organized

March 23, 2015

phil

News, Taxation

[images style=”2″ image=”http%3A%2F%2Frebelfinancialllc.com%2Fwp-content%2Fuploads%2FApril-15-tax-time-300×300.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Ask many Americans about their experience with tax time and they are likely to describe lots of paperwork, confusing rules, and late nights on their computer. But it doesn’t have to be that way. Getting organized now — instead of waiting until the days before […]

The IRS Clarifies Rules on Rollovers of Retirement Plan Monies

March 23, 2015

phil

News, Retirement Planning, Taxation

After years of ambiguity around what is and is not allowed regarding the disbursement of after-tax contributions to an employer-sponsored retirement plan, the IRS ruled in September of 2014 that plan participants can roll those dollars into a Roth IRA tax free. IRS Notice 2014-54, Guidance on Allocation of After-Tax Amounts to Rollovers, “provides rules for […]

The Delaware Trust Advantage

March 23, 2015

phil

Estate Planning, News, Taxation

More professionals, business owners, directors, and wealthy individuals are creating Delaware Trusts. Delaware’s favorable trust laws have made these instruments increasingly popular as an effective planning tool for individuals who wish to protect their assets, minimize taxes, and transfer wealth to future generations. Protect Your Assets [images style=”2″ image=”http%3A%2F%2Frebelfinancialllc.com%2Fwp-content%2Fuploads%2FEstate-Planning-Reasons-300×297.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ […]

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management and practices, view our (Form ADV, Part2A) and Disclosures.Contact: 614-441-9605 / support@rebelfinancial.com Address: 5940 Clyde Moore Dr, Columbus, OH 43125Fiduciary & Fee-Only Financial Advisors and Planners

Archive for the‘Taxation’ Category

Archive for the
‘Taxation’ Category